FUQA:LSE-Fidelity US Quality Income ETF Acc (GBX)

ETF | US Large-Cap Value Equity | LSE

Last Closing Price

GBX 572.50

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.17K

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The fund's objective is to provide investors with?a total return, taking into account both capital and income returns, which reflects, before fees and expenses, the return of the?Fidelity?US Quality Income Index. For full details of the objectives please refer to the Key Investor Information Document (KIID)?and the Prospectus.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-26 )

Largest Industry Peers for US Large-Cap Value Equity

ETFs Containing FUQA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (US Large-Cap Value Equity)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.15% 55% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.15% 55% F 53% F
Trailing 12 Months  
Capital Gain 28.21% 100% A+ 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.21% 100% A+ 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.03% 58% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.03% 50% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 8.53% 63% D 82% B-
Risk Adjusted Return 105.87% 75% C 91% A-
Market Capitalization N/A N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.